| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600309 | 万华化学 | -1.22 | 1.28 | -14535.16 | | 300063 | 天龙集团 | -2.16 | 6.64 | -6373.44 | | 600623 | 华谊集团 | -1.35 | 1.12 | -1884.92 | | 002395 | 双象股份 | -0.46 | 4.75 | -1411.71 | | 603722 | 阿科力 | -2.48 | 1.94 | -946.43 | | 300214 | 日科化学 | -0.43 | 2.51 | -753.38 | | 002768 | 国恩股份 | -2.13 | 2.64 | -419.81 | | 600800 | 渤海化学 | 0.46 | 3.34 | -98.10 | | 002809 | 红墙股份 | 0.24 | 6.90 | -95.74 | | 301065 | 本立科技 | -1.10 | 2.52 | -74.46 | | 30 ...

| 300414 | 中光防雷 | 14.26 | 34.59 | -7.88 | | --- | --- | --- | --- | --- | | 002809 | 红墙股份 | 13.92 | 34.11 | 6.58 | | 002366 | 融发核电 | 8.35 | 33.83 | 1.71 | | 603400 | 华之杰 | 55.80 | 33.76 | -2.75 | | 300405 | 科隆股份 | 6.55 | 33.22 | 15.93 | | 300452 | 山河药辅 | 14.72 | 32.06 | 19.97 | | 300600 | 国瑞科技 | 15.72 | 31.81 | 1.09 | | 301348 | 蓝箭电子 | 27.11 | 31.66 | 15.21 | | 002103 | 广博股份 | 11.48 | 31.59 | 0.09 | | 688573 | 信宇人 | 35.16 | 30.86 | 1.62 | | 430090 | 同辉信息 | 10.12 | 30.32 | -9.24 | | 301311 | 昆船智能 | 21.63 | 3 ...

本公司及全体董事保证本公告内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 特别提示： 可转债转股情况：截至 2025 年 6 月 30 日，累计共有人民币 14,746,700 元 "红墙转债"已转换成公司股票，累计转股数量为 1,373,043 股，占可转债转 股前公司已发行股份总额的 0.65%。 证券代码：002809 债券代码：127094 证券简称：红墙股份 债券简称：红墙转债 公告编号：2025-041 广东红墙新材料股份有限公司 关于 2025 年第二季度可转债转股情况暨股份变动的公告 截至本公告披露日，"红墙转债"转股价格为 10.44 元/股。 二、"红墙转债"转股及股份变动情况 未转股可转债情况：尚未转股的"红墙转债"金额为人民币 301,253,300 元，占可转债发行总量的 95.33%。 本季度转股情况：自 2025 年 4 月 1 日至 2025 年 6 月 30 日，共有 14,727,500 元"红墙转债"已转换成公司股份，本期因转股形成的股份数量为 1,371,279 股。 一、可转换公司债券发行上市概况 （一）可转换公司债券基本情况 根据中国证券监督管理委员会 ...

山东赫达专注于纤维素醚等化工产品生产。长青科技主要从事农药中间体及原药制造。百合花则是钛白 粉行业的重要参与者。 化工板块的集体走强反映出市场对相关产业链的关注度提升。环氧丙烷、聚氨酯等化工原料在建筑保 温、制冷设备等下游应用领域需求稳定。 兴业股份在功能性薄膜材料方面具备竞争优势。红墙股份专业生产羟基酯类产品。北化股份则是硝化棉 等军工化工材料的主要供应商。 7月1日午后，化工板块出现集体反弹态势。红宝丽直线封涨停板，成为板块领涨标的。山东赫达、长青 科技、百合花等个股同样实现涨停。 兴业股份、红墙股份、北化股份等多只化工股涨幅超过5%。渝三峡A、华融化学、山东海化等相关个 股亦出现不同程度上涨。 据悉，红宝丽当日成交额达到2.40亿元，换手率为3.57%。该公司主营环氧丙烷衍生品业务，包括聚氨 酯硬泡组合聚醚、异丙醇胺系列产品等。公司在环氧丙烷及聚氨酯保温板领域具备技术优势。 与此同时，渝三峡A在涂料业务方面保持稳定发展。华融化学聚焦精细化工产品制造。山东海化则在纯 碱、溴素等基础化工领域占据重要地位。 化工行业作为国民经济基础产业，其产品广泛应用于建筑、汽车、电子等多个领域。行业景气度变化往 往与宏观经 ...

Group 1 - The company Guangdong Redwall New Materials Co., Ltd. issued convertible bonds to unspecified investors, with a total fundraising amount of RMB 316 million [2][3][24] - The bonds will be listed on the Shenzhen Stock Exchange starting November 8, 2023, under the name "Redwall Convertible Bonds" and code "127094" [3][4] - The bonds have a maturity period of 6 years, from October 18, 2023, to October 17, 2029, with an annual interest rate that increases over the years [3][4][5] Group 2 - The initial conversion price for the bonds is set at RMB 10.89 per share, with provisions for adjustments based on corporate actions such as stock dividends or capital increases [5][6][8] - The company has established a fundraising management system to ensure the proper use of the raised funds, which will be allocated to specific projects [17][24] - The company has a credit rating of "A_+_" with a stable outlook, and the bonds are guaranteed by the company's actual controller and his spouse [17][19] Group 3 - The company reported a revenue of approximately RMB 675 million for 2024, a decrease of 11.23% compared to the previous year [23] - The net profit attributable to shareholders decreased by 42.98% to approximately RMB 48.76 million [23] - The company has established over 20 production bases across the country to effectively serve local customers [22][23]

证券代码：002809 证券简称：红墙股份 转债代码：127094 转债简称：红墙转债 中泰证券股份有限公司 关于广东红墙新材料股份有限公司 向不特定对象发行可转换公司债券 受托管理事务报告 （2024 年度） 受托管理人 二零二五年六月 1 重要声明 本报告依据《可转换公司债券管理办法》（以下简称"管理办法"）、《广东红墙新材料 股份有限公司（发行人）与中泰证券股份有限公司（受托管理人）关于广东红墙新材料股 份有限公司可转换公司债券之债券受托管理协议》（以下简称"受托管理协议"）、《广东红 墙新材料股份有限公司向不特定对象发行可转换公司债券募集说明书》（以下简称"募集说 明书"）、《广东红墙新材料股份有限公司 2024 年年度报告》等相关文件、第三方中介机构 出具的专业意见等，由本次可转换公司债券受托管理人中泰证券股份有限公司（以下简称 "中泰证券"）编制。中泰证券对本报告中所包含的从上述文件中引述内容和信息未进行独 立验证，也不就该等引述内容和信息的真实性、准确性和完整性做出任何保证或承担任何 责任。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相关事宜做出 独立判断，而不应将本报告中的 ...

Group 1 - The company announced that the conditions for the third exercise period of the 2022 stock option incentive plan were not met, leading to the cancellation of options for 45 individuals [1] - The company's net profit growth rate and revenue growth rate for the fiscal year 2024 did not meet the performance assessment requirements [1] - The cancellation of the stock options will not affect the company's share capital or the motivation and stability of the management team [2] Group 2 - The cancellation of the stock options was confirmed by the China Securities Depository and Clearing Corporation Limited, Shenzhen Branch, and was completed on June 26, 2025 [2] - The management team will continue to fulfill their responsibilities diligently to create greater value for shareholders [2]

证券代码：002809 证券简称：红墙股份 公告编号：2025-040 本公司及全体董事保证本公告内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 广东红墙新材料股份有限公司 关于 2022 年股票期权激励计划第三个行权期行权条件未成就及注销 期权完成的公告 经中国证券登记结算有限责任公司深圳分公司审核确认，公司上述股票期 权注销事宜已于 2025 年 6 月 26 日办理完成。本次注销的股票期权尚未行权，注 销后不会对公司股本造成影响，也不会影响公司管理团队的积极性和稳定性。公 司管理团队将继续认真履行工作职责，为股东创造更大的价值。 特此公告。 广东红墙新材料股份有限公司董事会 2025 年 6 月 27 日 广东红墙新材料股份有限公司（以下简称"公司"）于 2025 年 4 月 25 日召 开了第五届董事会第二十一次会议及第五届监事会第十六次会议，审议通过了 《关于 2022 年股票期权激励计划第三个行权期行权条件未成就及注销期权的议 案》。 鉴于公司 2024 年度净利润增长率与营业收入增长率未达到公司层面的业绩 考核要求，同意注销 45 名激励对象已获授但尚未行权的第三个行权期共计 1, ...

Investment Rating - The report assigns a rating of "Accumulate" for the company, indicating a positive outlook for the stock over the next six months [4]. Core Views - The official production of the Daya Bay project is expected to contribute significantly to the company's performance growth, with a focus on expanding its fine chemical segment [1]. - The company has established a cost advantage in obtaining ethylene oxide, which is crucial for its production, particularly in light of rising costs due to international conflicts and tariffs [2]. - Despite facing short-term profit pressures due to stable volumes and declining prices, the company is anticipated to gradually recover its profitability as production capacity utilization improves [3][8]. Financial Summary - Revenue is projected to decline from 761 million yuan in 2023 to 675 million yuan in 2024, before rebounding to 967 million yuan in 2025, with a growth rate of 43.2% [1]. - Net profit attributable to the parent company is expected to decrease from 86 million yuan in 2023 to 49 million yuan in 2024, then recover to 55 million yuan in 2025, reflecting a growth rate of 11.9% [1]. - The company's return on equity (ROE) is forecasted to improve from 2.9% in 2024 to 6.7% by 2027 [1]. Production and Market Position - The Daya Bay project includes the production of various chemical products, which will enhance the company's product line and optimize its structure, leading to improved profitability [1]. - The company has secured a framework agreement with CNOOC Shell to obtain ethylene oxide, which will bolster its upstream supply chain and reduce transportation costs [2]. Future Projections - The company is expected to achieve net profits of 55 million yuan, 95 million yuan, and 120 million yuan for the years 2025, 2026, and 2027, respectively, with corresponding year-on-year growth rates of 12%, 73%, and 27% [8]. - The projected price-to-earnings (P/E) ratios for the years 2025, 2026, and 2027 are 47, 27, and 21 times, respectively, indicating a favorable valuation trend as profitability improves [8].

Group 1 - The core point of the announcement is that Guangdong Hongqiang New Materials Co., Ltd. has signed a product cooperation framework agreement with China National Offshore Oil Corporation Shell Petrochemical Co., Ltd. through its wholly-owned subsidiary Huizhou Hongqiang Chemical Co., Ltd. [1][2] - The framework agreement does not involve specific transaction amounts and is categorized as a routine business contract, thus not requiring board or shareholder approval [2][3] - The agreement allows for annual reviews of customized products, quantities, and costs, with either party having the right to terminate the agreement if no consensus is reached by May 31 each year [5][4] Group 2 - The signing of the framework agreement is expected to leverage the strengths of both parties, enhancing market competitiveness and industry recognition for the company [5][6] - The agreement is not anticipated to adversely affect the company's business independence or significantly impact its current financial results, with potential long-term benefits for the fine chemical development [5][6] - The company has disclosed that a major shareholder reduced their stake within three months prior to the agreement, which is noted for transparency [6]